I would like to create a task that triggers a user to fill out a request form. Basically, when a new client comes in I want our creative director to get a trigger to fill out a request form with the necessary info about the client. Instead of using the request form to create a task, I want to create a task that reminds our…
All my Projects are in one space. All my projects have two similar tasks, "Internal Kick Off Project Review" and "Customer Kick Off Project Review". Now that I have dozens of Projects coming in a single month, I need to have a report to check to make sure these two keys first tasks are done. How do I report on the same…
I know there's a thread about something similar to this, but it's pretty old now. I want a graph on my dashboard that shows all the user's tasks amounts, but groups those users by their team. I have them categorised by user groups, and if I have to manually create a different subsection then that's okay - but I tried…
I want to automate messaging to Proof Approvers based around the period of time the proofs spend in a certain status. I can do this for claendar days but I really need to be able to do it for business days, discounting Weekends and Public Holidays.
Will an account backup include archived spaces? I don't want the archived spaces. I need to create an MS Access database as "backup" since our parent company will no longer will pay the subscription so I need to get the specific spaces I use into a database so I can search and report on later. Unfortunately I can't simply…
Hello everyone, As a Senior Chemist and Wrike admin at Deciem, I’m continually looking for ways to streamline our project workflows. I have a couple of questions that I believe many of us might be interested in: 1. OCR to Spreadsheet Integration: Has anyone successfully used Wrike’s OCR feature to directly export…
Has anyone devised a way of seeing when someone isn't assigned any "efforted work" (has zero hours displayed in their workload)? What I’m hoping to accomplish is some sort of reporting based off the workload views. I need to be able to select a user and a date range and have the system generate dates of “availability” (or…
Hi everyone, I feel like there used to be a way to align all dashboard widgets to be the same size? Am I missing something? I've been building a lot of dashboards and struggling with widget sizes - if I amend one widget others change size and are sometimes very narrow and you can't see all the projects listed. I then get…
I am trying to create a custom analytics report. I have a field titled "Opportunity Amount" and it is a $ field. I want to sum all of these up in an analytics report, but can't get it to pull the data. Any ideas?
We are moving to a new structure which would mean 2 people need to share a task. It's a shame we can't have it allocate different dates to them on the same task, but we're trying to work with that. If I allocate one task to two people, add time on the first few days for one, then time on the remaining days for the other,…
It looks like you're new here. Sign in or register to get started.